Monthly Archives:
August 7, 2014

Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan, so probate is required. And - others plan with just a Will, so probate is required. As a result, assets end up at the mercy of a probate judge, open to public scrutiny...

As a firm we have extensive experience in advising both individuals and businesses on family and business succession planning, document drafting, and tax strategies.
We also specialize in supporting families of wealth to create a business planning environment that fosters stewardship opportunities for generations.